Independent Financial Group’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$402K Hold
15,000
– – 0.01% 1110
2026
Q2
$363K Hold
15,000
– – 0.01% 1138
2026
Q1
$363K Buy
+15,000
New +$359K 0.01% 1071
2022
Q4
– Sell
-25,219
Closed -$562K – 817
2022
Q3
$562K Buy
25,219
+158
+0.6% +$3.22K 0.05% 362
2022
Q2
$502K Buy
25,061
+8,738
+54% +$172K 0.05% 386
2022
Q1
$289K Buy
+16,323
New +$279K 0.02% 611

Other funds holding TBF

Independent Financial Group's TBF Position: Q3 2026 in Review

Independent Financial Group held its ProShares Short 20+ Year Treasury ETF (TBF) position steady in Q3 2026 at 15,000 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #1110.

Independent Financial Group first reported a position in TBF in Q1 2022 and has held it in 6 quarters since. The position peaked at $562K in Q3 2022. 5 funds tracked by Wall St. Rank hold TBF as of Q3 2026.

  • Independent Financial Group held 15,000 shares of ProShares Short 20+ Year Treasury ETF worth $402K as of Q3 2026.
  • Independent Financial Group left its ProShares Short 20+ Year Treasury ETF share count unchanged in Q3 2026.
  • ProShares Short 20+ Year Treasury ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1110 holding.
  • Independent Financial Group first reported a position in ProShares Short 20+ Year Treasury ETF in Q1 2022 and has held it in 6 quarters since.
  • Independent Financial Group's ProShares Short 20+ Year Treasury ETF position peaked at $562K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held ProShares Short 20+ Year Treasury ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.